Project closure is an important step in the project management process. In this phase, you can deploy time-saving automation to send follow-ups after delivery and meetings, project evaluations, store project information for later reference, and schedule and plan final meetings.

Follow-up After Delivery: Automate and schedule follow-up emails after you deliver the project or after post-mortem meetings. You populate these emails with final project data and include links to surveys or feedback forms that can automatically populate into your existing project sheets.

Project Evaluations: Use project management software to compare your early projected schedules and budgets to the final ones. This information can help inform future projects, so estimated schedules and budgets are more accurate down the road.

Information Storage: Project management software can automatically store your final project dashboards and other data for later reference and retrieval. Often, you can even choose the naming structure and file destinations ahead of time and archive it once it reaches a certain date.

Schedule Meetings: Automatically schedule meetings when tasks are completed and deadlines have been met. Some software can even suggest meeting times based on attendees’ current calendars.